RFA
LEO

Reilly Financial Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Reilly Financial Advisors’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$1K – 992
2018
Q3 		$1K Buy
200
+3
+2% +$23 ﹤0.01% 972
2018
Q2 		$2K Buy
197
+3
+2% +$23 ﹤0.01% 920
2018
Q1 		$1K Buy
194
+3
+2% +$24 ﹤0.01% 930
2017
Q4 		$2K Buy
191
+2
+1% +$18 ﹤0.01% 886
2017
Q3 		$2K Buy
189
+3
+2% +$27 ﹤0.01% 901
2017
Q2 		$2K Buy
+186
New +$1.64K ﹤0.01% 877
2014
Q4 		– Sell
-342
Closed -$3K – 842
2014
Q3 		$3K Hold
342
– – ﹤0.01% 721
2014
Q2 		$3K Hold
342
– – ﹤0.01% 756
2014
Q1 		$3K Hold
342
– – ﹤0.01% 730
2013
Q4 		$3K Hold
342
– – ﹤0.01% 752
2013
Q3 		$3K Sell
342
-615
-64% -$4.83K ﹤0.01% 669
2013
Q2 		$8K Buy
+957
New +$8.65K ﹤0.01% 524

Other funds holding LEO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Reilly Financial Advisors's LEO Position: Q4 2018 in Review

Reilly Financial Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2018, closing a stake of 200 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in LEO in Q2 2013 and held it in 12 quarters. The position peaked at $8K in Q2 2013. 72 funds tracked by Wall St. Rank hold LEO as of Q4 2018.

  • Reilly Financial Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 BNY Mellon Strategic Municipals shares in Q4 2018, an estimated $1K.
  • Reilly Financial Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2013 and held it in 12 quarters.
  • Reilly Financial Advisors's BNY Mellon Strategic Municipals position peaked at $8K in Q2 2013.
  • 72 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.